Training Efficient and Effective Cash Flõ Decision-Making

My goal is that you always have your money flõ to the things most important to you.
To do this, you must follow the golden rule of cash flõ...
Watch It, Manage It, and Most of All...ENJOY IT!
-Karol Lunsford, CFP®, MBA
Securities and Advisory services offered through Geneos Wealth Management. Member FINRA, SIPC.
Newsletters
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Would You Be Prepared for an Unplanned Early Retirement?
Nearly half of current retirees retired earlier than planned. Here are some steps to help prepare for the unexpected.
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HOT TOPIC: Should You Worry About Market Volatility?
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
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The IRS Wants More Info About Your Gig Income
If you earn money through a payment app or online marketplace, you may be affected by a new tax reporting requirement.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.